Dan Kent

speaker

601 appearances 44 recordings 2 series first heard Apr 2026 last heard 7 Sep

Dan Kent’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 44 in all, peaking in Aug 2026 with 14.

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The Canadian Investor · Berkshire’s $400B Cash Pile + How to Buy Private AI Companies · 11 May 2026 podcast

So a great company can be a poor investment if the price or the liquidity is wrong, too high, whatever it may be.

Yeah, and I think that's the part where the debate is.

I mean, people can gamble on sports, penny stocks, buy crypto, buy options, or take massive risks in all kinds of public markets.

But if they want to invest in certain private companies, suddenly the rules say, unless you meet a wealth threshold, you can't participate.

Is it investor protection or is it just a very blunt filter?

We'll kind of go over that again, as I mentioned later on, past the Berkshire.

But first, we're going to start with Berkshire because I think the meeting gave investors a really useful contrast.

Berkshire is not trying to be exciting.

It's not trying to win every trend.

It's not trying to prove it can find the next hot AI company.

It's trying to protect capital allocated patiently and kind of be ready when the odds are actually attractive.

Yeah, and the big question running through the whole episode is pretty simple.

So you have a market obsessed with access, speed, next big thing, and we'll kind of go over whether, you know, if the real edge is actually patience.

So let's get into it.

I guess you'll start off with Berkshire.

Yeah, so I guess on the cash file, I mean, I haven't had a chance to actually look back at what Berkshire did from like 05 till like after the fallout of the financial crisis.

So I would imagine that cash file back in 05 would have looked very bad for what, three years until the bottom fell out of the markets.

I don't know if it outperformed over that period, but I think like overall...

the cash pile is not as big of a drag as it, as it once was.

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